Pacific Center for Financial Services’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Pacific Center for Financial Services’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$149K	Sell	3,292 -2,735	-45%	-$124K	0.03%	119
2026 Q1	$277K	Buy	6,027 +4,475	+288%	+$201K	0.07%	77
2025 Q4	$135K	Sell	1,552 -1,552	-50%	-$68.7K	0.03%	119
2025 Q3	$135K	Hold	3,104	–	–	0.03%	119
2025 Q2	$127K	Hold	3,104	–	–	0.03%	123
2025 Q1	$122K	Sell	3,104 -1,168	-27%	-$45.6K	0.03%	122
2024 Q4	$162K	Hold	4,272	–	–	0.04%	103
2024 Q3	$173K	Hold	4,272	–	–	0.05%	102
2024 Q2	$146K	Hold	4,272	–	–	0.04%	108
2024 Q1	$140K	Hold	4,272	–	–	0.04%	111
2023 Q4	$135K	Hold	4,272	–	–	0.04%	107
2023 Q3	$126K	Sell	4,272 -828	-16%	-$26.7K	0.04%	108
2023 Q2	$167K	Sell	5,100 -3,064	-38%	-$103K	0.05%	90
2023 Q1	$276K	Buy	+8,164	New	+$277K	0.1%	68
2022 Q3	$265K	Buy	8,104 +3,028	+60%	+$111K	0.1%	63
2022 Q2	$178K	Buy	+5,076	New	+$184K	0.07%	82
2017 Q1	–	Sell	-200	Closed	-$5K	–	324
2016 Q4	$5K	Buy	+200	New	+$4.78K	﹤0.01%	242

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pacific Center for Financial Services's XLU Position: Q2 2026 in Review

Pacific Center for Financial Services reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 45% in Q2 2026, selling an estimated $124K and leaving 3,292 shares worth $149K. The position accounts for 0.03% of the portfolio, ranked #119.

Pacific Center for Financial Services first reported a position in XLU in Q4 2016 and has held it in 17 quarters since. The position peaked at $277K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Pacific Center for Financial Services held 3,292 shares of State Street Utilities Select Sector SPDR ETF worth $149K as of Q2 2026.
Pacific Center for Financial Services sold 2,735 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $124K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Pacific Center for Financial Services's portfolio in Q2 2026, its #119 holding.
Pacific Center for Financial Services first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 17 quarters since.
Pacific Center for Financial Services's State Street Utilities Select Sector SPDR ETF position peaked at $277K in Q1 2026.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.